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  1. step up basis
  2. A Decent Video for Roth Conversion Fence Sitters
  3. ira rollover
  4. Whole life questions - double check my understanding
  5. 529's and Student Loans
  6. rebalance bands
  7. When Rates Head Towards Zero
  8. Social security question
  9. My Previous Employer Asked Me If I Would do Contract W*rk for Them; Should I?
  10. To mortgage or not to mortgage?
  11. rental property
  12. I’m getting a mortgage
  13. Emotional Support for Recent Early Retirees
  14. Thoughts about selling my rental and buying reits?
  15. IRA Rollover Question
  16. Managing Sinking Funds
  17. Can I Avoid Capital Gains on Sale of Second Home?
  18. New SS newsletter
  19. Now a Good Time to do Roth Conversion?
  20. Capital One credit card alerts stopped
  21. Rolling a 401k into an IRA questions
  22. Inherited IRA Distributions
  23. Does rebalancing daily yield the same outcome as rebalancing yearly?
  24. Biggest Single Day Gain for DJIA!
  25. Have You Bought Equities In Withdraw Phase
  26. Might be Time to Refinance
  27. Credit Card Signature
  28. How much do you invest when the market is down?
  29. Covid-19 and healthcare workers (over 50)
  30. Pet Meds—lowest cost Revolution?
  31. Nervous, want to keep 2020 retirement plan. I am not objective, please comment?
  32. Better off after February!
  33. Vanguard is going downhill
  34. Social Security Earnings Record
  35. NUA guidance... Fidelity Investment Center?
  36. Can I be excluded from a voluntary early retirement plan?
  37. Roth Conversion - not worth it?
  38. Did I miss the "whee"???
  39. Started nibblin
  40. More Roth conversion questions...
  41. Apple Pay - Finally
  42. Roth conversions in down market or up market?
  43. Bond fund question that I'll ask my accountant, too
  44. Advisor Suggested Annuities?
  45. Institute for Supply Management/ISM
  46. When Do You File Your Tax Return? (Trivia)
  47. Timely Tax Loss Harvesting Question
  48. This time is different!!
  49. Retired with only 300K in ML/ split 60/40
  50. Hard for a single to live on 40K + SS?
  51. Borrowing from IRA
  52. Spending down and taxes
  53. Where Do You Get Cash? I’m confused...
  54. Accidental Market Timing
  55. A Tale of Two Puzzles
  56. Moved money from stocks to guaranteed today.....good idea?
  57. Credit Card canceled for non-use
  58. Anyone has Allianz 222?
  59. Heloc
  60. SS Survivor Benefit for Non-US Citizen, Lives Abroad
  61. COVID-19 -based going to cash jitters?
  62. what software for tracking spending and income throughout the year?
  63. Pralana Retirement Calculator
  64. More Expensive Home Purchase After FIRE
  65. Too late to start Roth Conversions?
  66. Capital gains on sale of 2nd home
  67. Take loan to avoid tax hit? And meaning of FIRECALC Ending Portfolio
  68. Final Return for deceased
  69. Roth Conversions... When to stop?
  70. Ensuring a proper Estate dissolution
  71. Quicken Mobile or No Mobile?
  72. NonGovt 457B or Taxable
  73. Money for the Rest of Us Spreadsheet
  74. 1040 Tax Question
  75. Safer ROTH alternative for market downturn?
  76. Anyone Invest in Dimensional Funds?
  77. Tax question and using quicken
  78. IRMAA, tIRA, limits & rules questions
  79. Qualifying for an ACA subsidy
  80. IRS Form 8606 - need help please
  81. Strategies for Spare Credit Card
  82. Am I the only one who doesn't fret about taxes too much?
  83. It's worth a try
  84. Vanguard Digital Advisor
  85. FA After One Year - 2019 Update
  86. investments for retiree
  87. Roll UTMA to Roth ?
  88. Inherited IRA/Roth Conversion
  89. Social Security Survivor's Benefits
  90. Accuracy of Social Security Estimates?
  91. Sequence Risk
  92. Still Waiting for my annual IRS Identity PIN
  93. Ask for cash back from Amazon card
  94. My first bad experience at Fidelity
  95. Excess Roth contribution question
  96. Annual Roth Conversions All at Once Early? Late? 4 Equal Pymts?
  97. My Own Retirement Calculator
  98. Max 401k before I go or not
  99. Another Roth conversation question
  100. 2019 Citibank Bonus 1099 Dilemma ?
  101. 61 with 1.9m. can i still go moderate allocation?
  102. Helping My Daughter with her Retirement Account
  103. Health Insurance Premiums in LLC
  104. HRBlock filing error
  105. Is there a law regarding when 1099's are due?
  106. zero personal income tax in FIRE
  107. Selling house - where to keep the cash?
  108. $764,000,000,000...Will you get your cut this year?
  109. Roth backdoor: can I roll after tax $ and earning separately?
  110. Getting my buckets in order
  111. Settling an Estate
  112. Vanguard
  113. What percentage of your wealth is in a safe fund such as bonds or cash?
  114. iORP and Roth Conversion questions
  115. ROTH conversion in Turbo Tax
  116. Anyone consider getting a mortgage in retirement?
  117. Kids moving out impact on FIRE spending
  118. Proposed New Retirement Product from Fidelity
  119. Are some of you at the minimum asset allocation and are you at comfortable with that?
  120. When will Form 8606 be available?
  121. So you get 100% in Firecalc .. but are you comfy with your lowest minimum balance ?
  122. Fired before I'm FIRE ...
  123. Mid 50's or younger... are you counting on Social Security?
  124. Prop 60 CA - sale of primary residence
  125. Buying House - Cash or Mortgage - What Would You Do?
  126. Asset allocation after the sale of a business
  127. Pension-Lump sum, COLA/Non-COLA annuity
  128. Weird dilemma
  129. Self Employment and Social Security Benefits
  130. What a mess with unreported income
  131. Link to bucket method for withdrawing income at 59 1/2.
  132. Deferred Sales Trust - Anyone w/ personal experience?
  133. Wellington & Wellesley...
  134. Should I buy a new house?
  135. Question for Chase Private Clients
  136. Roth Conversion Taxes - Perspective (I Needed)
  137. CAPE10: Observations and Graphs
  138. Unexpected changes in post-retirement expenses
  139. Depositing checks online WITHOUT phone apps
  140. Zero percent card deals?
  141. Am I missing/overlooking something ?
  142. Now that we're retired, what forum do we graduate to?
  143. $200K/ yr income, 58 yrs old and no retirement savings
  144. With 5 years left, where to put contributions?
  145. Recharacterizing a ROTH IRA
  146. Tax Software
  147. Tax Question...1099 R
  148. Nice drop of 15% Vanguard Vanguard Target Retirement Income Fund
  149. FIRE in 2029!
  150. Review my SS numbers?
  151. Tax Penalty in 2021?
  152. TurboTax Form 8995
  153. Help with Property Tax Appeal
  154. Dimensional Fund Advisors (DFA) - Any Opinions Good or Bad?
  155. What would you do? Yes ANOTHER SS When to Take Question
  156. Are variable annuities ever a good idea..
  157. First year w/o itemizing for taxes since 1985
  158. U2F Security Key and Vanguard
  159. Tuition/529 tax planning
  160. Coronavirus - Financial impact
  161. The old Social Security break even dilemma
  162. Investing Windfall into Market
  163. Not as bad as I thought.....
  164. Best way of Using Home Equity for Retirement?
  165. Got a call from my FA, good news or bad?
  166. IRA Withdraw in 2020 for 2019?
  167. Should I go against the math and pay off the mortgage early?
  168. recommended money market fun?
  169. Vanguard communication frustrating
  170. Age Based Asset Allocation for Early Retirees?
  171. More misleading mainstream media malarky
  172. If you haven't already, you need to Download the NEW 2020 SS Calculator
  173. feeling like a roth is a waste now
  174. 100K in Cash - Merrill Advisor Yelling At Me to Invest
  175. Fidelity Offers Fractional Trading of Stocks/ETFs
  176. Is it time to cut back on pre-tax savings?
  177. Rental Property and Taxes Question
  178. Fidelity Full View down with Safari?
  179. Under the secure act, do you have to take >
  180. Asset Allocation Changes - Which Bond Funds
  181. Estimating Retirement expenses and taxes?
  182. Solo 401K In Plan Conversion to ROTH 1099?
  183. Clunky system at Oakmark
  184. ROTH timing question
  185. Wisdom of lump-sum distribution of 457 plan and IRAs?
  186. Poll:What % of your retirement stash is Taxable vs IRA, tIRA, 401k or Equivalents?
  187. Account Withdrawal Strategies
  188. Asset Allocations in Roth and Traditional?
  189. TurboTax question. I didn't use them in '18
  190. Cash Resources
  191. In the weeds (for me) tax questions
  192. When would you retire?
  193. I'm 4.2 million richer!
  194. Social Security website down?
  195. Will Fed Lower Interest Rates Jan 2020?
  196. NFCU tIRA CD - How to fund?
  197. RIP Kobe Bryant
  198. Budget list
  199. How long until sequence of returns risk no longer a concern?
  200. Roth IRA withdrawals
  201. Where oh where should the money go?
  202. Importing income on Turbotax
  203. Sick pay reimbursed in annuity- what to do
  204. House Rich and Cash Poor
  205. Credit card fraud
  206. Tax Planning
  207. The problem with the 4% retirement income rule
  208. BEWARE of Bank of America
  209. Handling of RSUs & Net Worth
  210. IRA WR Question
  211. 401K Employer Over Contribution Dilemma
  212. Stable fund vs 40/60 conservative Vanguard RE fund
  213. Help! Turbotax question re maturing TIPS
  214. Lifestyle creep delays early retirement update
  215. SEPP plan
  216. Capital One CD rates
  217. how would you account for these assets?
  218. Quicken Upgrade Question
  219. What is Best Value Premium Credit Card for Travel Benefits
  220. Another Passive Vs. Active Article - Baron's
  221. Got CSR? Pony Up Another Benjamin!
  222. A tool for maintaining your SWR?
  223. An email storm!
  224. My personal info hacked
  225. Buy 2019 H&R Block Federal + State Deluxe now or wait?
  226. Good preferred HELOC lenders
  227. Ford F150 transmission rupture
  228. How to ER with 100% savings in retirement accounts
  229. The Great Bond Party of 2019 Is Ending
  230. taking inherited IRA RMD ... monthly? yearly?
  231. DIY Term Life Insurance
  232. IRA for my son?
  233. Medicare premiums may help to itemize your taxes
  234. Three to Five Year Money? Where do you stash?
  235. After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?
  236. FIRE Cash Flow Projection
  237. H&R Block 2019 tax program in the mail?
  238. Rolling TIRA accounts to 401K, small change remaining
  239. Setting up my Retirement Paycheck
  240. Buying Income for Seven Years
  241. Spend or save
  242. Roth contribution eligibility question
  243. Financial Fraud Interview
  244. OK Got Some Money - Now What?
  245. Block Online and ACA shared policy allocation
  246. Who changed it to 20%
  247. CBD Product Investment Opportunities ?
  248. ER spend down strategy from ages 59-65
  249. Is this draw down method sane?
  250. Sometimes I wonder do I want a social security raise?